Main Content Summary

This help page documents a feature in SmartOffice CRM that allows users to manage custom fields for advisor and agency records.

Key Features

• Users can create custom fields when viewing advisor or agency information through the Custom content link
• Supported field types include "alphanumeric, numeric, integer, date, lookup and check box fields"
• If no custom fields exist, SmartOffice prompts users to create new field labels via a dialog box
• Custom fields can be edited later through Menu > Customize Page Settings > Customize Field Labels

Important Note

Custom field labels are configured separately for advisor versus agency records, allowing organizations to maintain distinct data structures for each record type.